Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,745 | $148,582-73.3% | $135,942-70.8% | $139,456-71.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.88% | 79.26%-59.4pp | 68.28%-48.4pp | 373.45%-353.6pp |
| Employer contribution / active EE | $13,200 | $5,245+151.7% | $4,858+171.7% | $4,753+177.7% |
| Participant deferral / active EE | $22,931 | $8,101+183.1% | $7,759+195.5% | $6,711+241.7% |
| Admin fee / account holder | $0 | $12,402-100.0% | $10,764-100.0% | $11,407-100.0% |